I’m Travis McCullough, Founder of Forthright Financial Services.

As a business owner, managing your money well is no easy task. You likely experience far too many days when you must “bear”, beaten up by the frustrating grind of learning the hard way. Hard-earned dollars seem so easily lost as you get blindsided by unforeseen financial problems like surprisingly large tax bills, unplanned spending, missed opportunities, and worst of all – never having the choice to retire on your own terms.

You deserve better.

I’m the son of two master plumbers. When it came to plumbing, “master” is the right word. They were brilliant at their work. And, like all contractors and tradesmen, their business went through highs and lows. They made great money and bad decisions. When times were good, we took amazing vacations and enjoyed life together. When times were tough, like going through bankruptcy to avoid losing everything, we had to bear the burden.

This is a story told all too often, and it’s why I started Forthright Financial Services. To help those like my parents have an advisor who understands them, what they ACTUALLY care about, and helps them make better decisions than I saw made while growing up.

While working at a CPA firm, I helped my dad catch up on TEN YEARS of unfiled tax returns! I changed his bookkeeping from a box of receipts to an accurate accounting process. I got to work with him and keep up his bookkeeping and payroll from that point forward.

When I started working as a financial planner, he was my first client. I walked with him through saving and investing, and we were finally seeing the fruits of all that labor. We reworked his estate plan, did high-level social security benefit analysis, and (hardest of all) convinced the cynical old man to stay invested through the ups and downs of the market. It all paid off though and I was able to experience one of the proudest moments of my life. I got to sit across from my dad and tell him he could retire on his terms.

As an owner-operator or contractor, your business and your personal financial situations are so connected that I believe you need special advice to address both of those areas simultaneously.

You deserve simple, straightforward financial advice that you understand and trust.

That special guidance is exactly what we provide. Straightforward advice for all circumstances, goals, and seasons of life – that’s always a phone call away. 

If you’re ready to offload the stress and worry around managing your money, now and for when your working days are done, let’s talk.

 Experience & Qualifications

● Certified Financial Planner© professional.
● Masters Degree in Taxation, Bachelors Degree in Accounting.
● 4 years at a CPA firm performing tax preparation and accounting.
● 5 years at a Financial Planning firm helping clients make smart financial decisions in all areas of life.
● Certificate in Financial Planning from UT Austin